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H.E.R.O.’s Journey in Tech (20 November 2018) – The New Quartz App: Uzabase’s Bet on the Future of News on Social Media + Bill Gates: If you want to understand the tech world, watch ‘Silicon Valley’

H.E.R.O.’s Journey in Tech (20 November 2018) – The New Quartz App: Uzabase’s Bet on the Future of News on Social Media + Bill Gates: If you want to understand the tech world, watch ‘Silicon Valley’

Companies

  • The New Quartz App: Uzabase’s Bet on the Future of News on Social Media (TGNR)
  • Meituan co-founder raises $30m for his community group buying platform SongShuPinPin (KRA)
  • Xiaomi Embraces a Smartphone Future With Meitu Deal; A savvy licensing arrangement with a struggling competitor affirms the Chinese tech company’s true identity. (Bloomberg)
  • Better Buy: Momo Inc. vs. Huya; Which Chinese live-streaming platform has more staying power? (MF)
  • China’s JD.com feels pressure as sales of big ticket items slow (Reuters)
  • Airtac to see profit decline as trade war weighs sales (Taipei Times)
  • Serko CEO says business travel safe from digital disruption (AFR)
  • TechnologyOne hits nine years of record profits (AFR)
  • Nucleus Financial inks new platform system agreement with Bravura Solutions (SM)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Tencent turns to Southeast Asia after Beijing clampdown; Chinese conglomerate signs 5-year sales deal with Singapore’s Garena (Nikkei)
  • SoftBank’s Deepcore and accelerator Zeroth team up to hunt early-stage AI opportunities (Techcrunch); SoftBank unveils AI vacuum robot for offices; Whiz seen broadening robotics business beyond Pepper (Nikkei)
  • FSC’s order puts brakes on Samsung heir’s succession (KH)
  • TSMC to challenge Intel data center dominance with IBM win (Nikkei)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Apple’s Tools Sneak Into Business; Sneaker companies GOAT and Flight Club are relying on Apple services to cope with a surge of employees and customers (WSJ)
  • Apple said to cut orders from two China component suppliers by 30% on lukewarm iPhone XR demand (SCMP)

Asia Tech & Innovation Trends

  • China alleges ‘massive’ evidence of chipmaker violations: Beijing says probe into Samsung, Micron and SK Hynix has made ‘important progress’ (FT)
  • China investors dump once-acquisitive firms on write-down fears; Simei Media Co (002712.SZ), Wanda Film (002739.SZ) and Glodon Software (002410.SZ) – once acquisitive firms with large goodwill assets – were among the biggest losers (Reuters)
  • IPO hopefuls forced to slash valuations as Asian listings slump (Nikkei)
  • Apart from the low-cost economy rooms that OYO is famous for, it now has a variety of options such as Townhouse (premium-economy), Home (homestays), SilverKey (executive apartments), Oyo Living (long-term housing rental), Capital O (corporate living spaces), Palette Resorts (upper-end leisure resorts) and Weddingz.in (wedding banquets). (Forbes)

Global Tech & Innovation Trends

  • com out to secure leadership position in Korea (Investor)
  • How A Mysterious Tech Billionaire Created Two Fortunes-And A Global Software Sweatshop (Forbes)
  • How Software Is Helping Big Companies Dominate (HBR)
  • Tesla hints at seeking new battery suppliers in blow to Panasonic (NIkkei)
  • Outlook for Traditional TV Goes From Bad to Worse; Cord-cutters continue to chip away at cable and satellite providers’ dominance of the living room (WSJ)

Life

  • Bill Gates: If you want to understand the tech world, watch ‘Silicon Valley’ (MW)
  • 5 principles for making better life decisions (Mark Manson)
  • Why “Many-Model Thinkers” Make Better Decisions (HBR)
  • China’s regulator gets tougher on firms for major law breaches and frauds, sending ‘special treatment’ stocks tumbling (SCMP)
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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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